Notify me when Valeo Financial Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 789 | $4,383,398,863 | +$122,464,457 | -$150,675,985 | -$28,211,528 | SPY, IJR, IJH, IEMG, IVV | 13F-HR | 03 Nov 2025, 11:29 |
| Q2 2025 | 751 | $4,014,972,498 | +$257,995,512 | -$257,004,784 | +$990,728 | SPY, IJR, IJH, IEMG, IVV | Restatement | 12 Sep 2025, 12:04 |
| Q1 2025 | 676 | $3,384,807,531 | +$213,638,164 | -$47,799,157 | +$165,839,007 | SPY, IJR, IJH, IEMG, AAPL | 13F-HR | 30 Apr 2025, 10:29 |
| Q4 2024 | 690 | $3,410,121,415 | +$229,876,542 | -$64,873,946 | +$165,002,596 | SPY, IJR, IJH, AAPL, IEMG | 13F-HR | 30 Jan 2025, 10:50 |
| Q3 2024 | 691 | $3,200,242,644 | +$212,904,267 | -$73,200,831 | +$139,703,436 | SPY, IJR, IJH, IEMG, AAPL | 13F-HR | 10 Oct 2024, 10:18 |
| Q2 2024 | 658 | $2,923,927,944 | +$234,003,401 | -$56,647,646 | +$177,355,755 | SPY, IJR, IEMG, AAPL, RSP | 13F-HR | 10 Jul 2024, 15:06 |
| Q1 2024 | 651 | $2,511,184,546 | +$255,057,796 | -$35,460,528 | +$219,597,268 | SPY, IJR, IEMG, RSP, AAPL | Restatement | 25 Apr 2024, 10:50 |
| Q4 2023 | 636 | $2,223,014,157 | +$89,500,293 | -$70,905,796 | +$18,594,497 | SPY, IJR, RSP, AAPL, IVV | 13F-HR | 29 Jan 2024, 09:36 |
| Q3 2023 | 621 | $1,557,987,262 | +$122,346,180 | -$31,854,651 | +$90,491,529 | IJR, RSP, AAPL, IVV, MSFT | 13F-HR | 19 Oct 2023, 20:25 |
| Q2 2023 | 594 | $1,931,523,858 | +$77,783,886 | -$117,163,305 | -$39,379,419 | SPY, IJR, AAPL, RSP, IVV | 13F-HR | 14 Jul 2023, 10:51 |
| Q1 2023 | 618 | $1,799,845,446 | +$218,034,480 | -$51,273,190 | +$166,761,290 | SPY, IJR, RSP, AAPL, IVV | 13F-HR | 17 Apr 2023, 11:41 |
| Q4 2022 | 544 | $1,575,071,720 | +$170,107,334 | -$56,113,952 | +$113,993,382 | SPY, IJR, RSP, AAPL, IVV | 13F-HR | 09 Feb 2023, 10:05 |
| Q3 2022 | 485 | $1,306,745,000 | +$139,862,792 | -$64,394,859 | +$75,467,933 | SPY, IJR, RSP, AAPL, IVV | 13F-HR | 31 Oct 2022, 10:06 |
| Q2 2022 | 484 | $1,360,221,000 | +$71,802,624 | -$115,062,182 | -$43,259,558 | SPY, IJR, RSP, AAPL, IVV | 13F-HR | 03 Aug 2022, 09:13 |
| Q1 2022 | 585 | $1,741,778,000 | +$226,049,967 | -$35,730,056 | +$190,319,911 | SPY, IJR, VCSH, AAPL, RSP | 13F-HR | 28 Apr 2022, 07:49 |
| Q4 2021 | 544 | $1,678,817,000 | +$69,727,623 | -$72,499,593 | -$2,771,970 | SPY, IJR, VCSH, AAPL, RSP | 13F-HR | 07 Jan 2022, 11:34 |
| Q3 2021 | 531 | $1,443,614,000 | +$129,921,300 | -$43,462,764 | +$86,458,536 | SPY, IJR, AAPL, VWO, RSP | 13F-HR | 02 Nov 2021, 10:45 |
| Q2 2021 | 458 | $1,349,846,000 | +$66,399,490 | -$686,615,238 | -$620,215,748 | SPY, IJR, VWO, AAPL, RSP | 13F-HR | 22 Jul 2021, 08:27 |
| Q1 2021 | 1,893 | $1,845,009,000 | +$87,536,705 | -$23,333,920 | +$64,202,785 | SPY, IVV, AMZN, IJR, VWO | 13F-HR | 12 Apr 2021, 08:12 |
| Q4 2020 | 1,626 | $1,349,987,000 | +$451,159,463 | -$42,226,180 | +$408,933,283 | SPY, IVV, IJR, VWO, IWD | 13F-HR | 11 Feb 2021, 09:41 |
| Q3 2020 | 1,519 | $1,135,535,000 | +$89,870,155 | -$99,081,819 | -$9,211,664 | SPY, VCSH, IJR, VWO, AAPL | 13F-HR | 28 Oct 2020, 08:25 |
| Q2 2020 | 1,939 | $1,085,575,000 | +$87,855,976 | -$27,601,288 | +$60,254,688 | SPY, VCSH, IJR, VWO, AAPL | 13F-HR | 20 Jul 2020, 07:32 |
| Q1 2020 | 1,726 | $925,556,000 | +$105,859,121 | -$40,737,938 | +$65,121,183 | SPY, VCSH, IJR, VWO, IVV | 13F-HR | 13 Apr 2020, 11:01 |
| Q4 2019 | 1,602 | $1,021,308,000 | +$65,186,802 | -$16,007,986 | +$49,178,816 | SPY, IJR, VCSH, VWO, AAPL | 13F-HR | 24 Jan 2020, 09:07 |
| Q3 2019 | 1,525 | $898,293,000 | +$65,852,458 | -$30,599,643 | +$35,252,815 | SPY, VCSH, IJR, VWO, AAPL | 13F-HR | 15 Oct 2019, 10:33 |
| Q2 2019 | 1,528 | $872,780,000 | +$54,538,894 | -$25,412,543 | +$29,126,351 | SPY, IJR, VWO, VCSH, AAPL | 13F-HR | 10 Jul 2019, 10:04 |
| Q1 2019 | 1,529 | $822,232,000 | +$63,998,336 | -$34,030,143 | +$29,968,193 | SPY, VWO, IJR, VCSH, AAPL | 13F-HR | 12 Apr 2019, 09:55 |
| Q4 2018 | 1,452 | $712,288,000 | +$44,994,275 | -$21,445,488 | +$23,548,787 | SPY, VWO, VCSH, IJR, AAPL | 13F-HR | 30 Jan 2019, 14:38 |
| Q3 2018 | 1,754 | $714,971,000 | +$69,610,592 | -$18,784,884 | +$50,825,708 | SPY, VWO, VCSH, IJR, AAPL | 13F-HR | 01 Nov 2018, 08:45 |
| Q2 2018 | 1,589 | $705,451,000 | +$103,396,422 | -$40,072,011 | +$63,324,411 | SPY, VWO, VCSH, IJR, AAPL | 13F-HR | 14 Aug 2018, 09:36 |
| Q1 2018 | 1,525 | $623,025,000 | +$53,424,294 | -$27,567,134 | +$25,857,160 | SPY, VWO, VCSH, AAPL, VXUS | 13F-HR | 12 Apr 2018, 13:33 |
| Q4 2017 | 1,374 | $608,990,000 | +$164,328,965 | -$12,614,064 | +$151,714,901 | SPY, VWO, VCSH, AAPL, IVV | 13F-HR | 09 Feb 2018, 13:18 |
| Q3 2017 | 1,167 | $435,904,000 | $0 | $0 | $0 | SPY, VWO, VCSH, AAPL, JPM | Restatement | 15 Nov 2017, 09:39 |